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  Recharging Multiple Line of Expense to Multiple Lines of Billing
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InformationInformationInformation / Instructions on how to perform the required tasks
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1Overview
1.1This Article Covers Multiple Recharges. See the related article for Single Recharges
1.2Multiple recharges allow a single line of expense to be allocated across one or more lines of billing.
2Changes from Single Recharges to Multiple Recharges
1.2This process covers single line recharges which apply on most cases, and multiple line recharges.
2.1Where there was a drop down box to recharge costs, this has been replaced with a recharge value. This value displays the amount of the expense that has been recharged.
2.2If the recharge value matches the expense line value then the line has been recharged.
2.3If the recharge value is zero, then none of the line has been recharged.
2.4If the recharge value is less than the expense line value then the line has been partially recharged.
3Accessing the Recharge Form
3.1There are currently nine locations within ATLAS where expense can be recharged:
3.11Operations Form - Expense Tab - frm_Operation_PO_Line (Completed) (Refresh Button Operational) (Red / Amber/ Green)
3.12Operations Form - Timesheet Tab -frm_Operation_Timesheet (Completed) (Refresh Button Operational) (Red / Amber/ Green)
3.13Purchase Orders - frm_PO_PO_Line (Completed) (Refresh Button Operational)
3.14 Purchase Invoice Recharge Form- frm_PI_PO (Completed)
3.15Timesheet Input - frm_Timesheet_expenses (Completed)
3.16Timesheet Datasheet - frm_Timesheet_List (Completed)
3.17PO Recharge Report Detail (Completed)
3.18Van Allocation List - Completed on Account Review
3.19frm_Class_Expense - Class Expense
4How To Recharge a Single Line of Expense to a Single Line of Billing
4.1Most expense will be recharged to a single line of billing - this is sometimes referred to as a "One to One" recharge.
4.2Double click on the recharge field on the expense line.
4.3In the recharge form select the correct billing line from the "recharged billing" column list - the form will automatically close.
4.4The billing has been recharged. To refresh the data, click on the red exclamation mark button.
5How To Recharge a Single Line of Expense to Multiple Lines of Billing
5.1Where the expense needs to be split over more than one line of billing. This usually relates to processes or items that will be used or applied to a period of more than one month.
5.2Double click on the recharge field on the expense line.
5.3Select [Keep This Form Open] to avoid the form closing automatically. If you fail to do this and the form closes, it can simply be opened again by clicking on the recharge field on the expense line.
5.4In the recharge form select the correct billing line from the "recharged billing" column list, and adjust the value charged to this line of billing. This will automatically create a new recharge line for the difference between the total expense amount and the recharged amount.
5.5Repeat the process in 4.2 until the expense has been recharged correctly.
5.6Close the recharge form.
5.7The billing has been recharged. To refresh the data, click on the red exclamation mark button.
6Conditional Formatting
6.1Red - The Expense Line Has Not been recharged
6.2Amber - The Expense Line Has been partially recharged
6.3Green - The Expense Line Has been Completely recharged
7Other Recharge Options
7.1- Please Select - the default option. This means the Expense has NOT been recharged - ACTION REQUIRED
7.2- Non Recoverable - This means the Expense CANNOT be recharge and has NOT been recharged - NO ACTION REQUIRED
7.2- No Billing To Recharge - This means the Expense can be recharged but there is No Billing Line to Recharge Against and therefore has NOT been recharged - ACTION REQUIRED - Review the Site Create Billing and Recharge to the New Billing Line
8Bulk Processing / Deleting incorrect Recharges
8.1To clear all The Recharges and start Again click the [Delete All Recharges] button.
8.2To clear a selection of Recharges, select the Recharges using the check box and click the [Delete Selected Recharges] button.
8.3In both cases a single line of Recharge will be created with a default value of "Please Select"
Related Articles
 All Expenses : ATLAS Application Manual  - Expense Details Including PO Lines, Timesheets and Expenses
 Single Recharges : ATLAS Application Manual  - Recharging a Single Line of Expense to a Single Line of Billing
NameEstate Systems Ltd
Phone07773 372024
Emailsupport@estatesystems.co.uk
Article Type: ATLAS Application Manual  - ATLAS database support manual - based around individual forms (Help Reference Pages)
ID-14232 , Revised 28/04/2018 08:26:00 AM , Revision  2
Written by: Jonathan  Spratt (ES) , Estate Systems
Article Limited to: Estate Systems - Databases, Websites and Quality inc UKDS